OFSAX Mutual Fund

NAV$24.12

AUM$21M

TER1.60%

Holdings39

OFSAX Mutual Fund

NAV$24.12

Olstein Strategic Opportunities Fund Class A

AUM$21M

TER1.60%

Holdings39

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Holdings Overlap Analysis

Compare OFSAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OFSAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OFSAX Mutual Fund Overlap Analysis

OFSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OFSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, OFSAX may share significant positions with broad-market funds.

OFSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OFSAX tax-loss harvesting finds highly correlated but non-identical funds.